Financial Planning & Strategic Advice

Make the right financial decisions for your future

You’re on a unique path to fulfilling your own personal, goals, dreams, and desires, and we want to help you get there.

Throughout our financial planning process we’ll share our expert strategies for growing, managing, and protecting your wealth — no matter what stage of life you’re currently at — to help you organise your finances to meet both your immediate priorities and your long-term goals.

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Build your own clear path to wealth

“What does wealth mean to you?” That’s the question at the heart of our financial planning process.

Whether it’s buying a home, travel, marriage, children or retirement — a clear strategic plan in advance will give you the ability to tackle them head-on and stress-free.

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Financial planning and strategic advice services

We’ll help you define and execute your financial goals by:

  • Understanding where you are now
  • Understanding where you want to be at various stages of your life
  • Focusing on capital preservation and growth for faster wealth accumulation
  • Tapping into reliable passive income
  • Reducing expenses through efficient tax structures
  • Managing budget and cash flow without stress
  • Reducing debt
  • Investing your surplus funds strategically
  • Monitoring progress and adjusting where necessary
  • Staying ahead of changing legislation

Get the financial planning and strategic advice you need from a dedicated and expert advisory team.

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It’s never too early to start planning

Financial planning isn’t just a great tool for building your wealth. Anticipating and planning for pitfalls helps you avoid financial hardship when the unexpected happens.

Our team of experts will keep you fully informed of your financial position to give you the peace of mind to focus on achieving your life goals.

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What our clients say

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, VIC

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, QLD

“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”

Bob & Denise, NSW

“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”

Jack and Pauline, VIC

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT

A unique and personal service approach to support all your business advisory and personal wealth management needs.

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